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Resources

Articles & White Papers

  • Private Placement Variable Universal Life Insurance and Variable Annuity Products: What Role Should The Broker Play?
    April 2019
  • White Paper Tax Mitigation Strategy
    March 2022

Case Studies

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  • Disclaimer

    Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Cohn Financial Group, LLC is independently owned and operated.
    Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
    The tax and legal references attached herein are designed to provide accurate and authoritative information with regard to the subject matter covered and will be provided with the understanding that Cohn Financial Group is not engaged in rendering tax, legal or actuarial advice. If tax, legal or actuarial advice is required, you should consult your accountant, attorney, or actuary. Cohn Financial Group does not replace those advisors.
    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
    M Financial Group is one of the nation’s premier financial services firms, serving ultra-affluent individuals, families, corporate executives, successful entrepreneurs, and Fortune 1000 companies. M Financial Group was founded in 1978 and is owned by 135 independent Member firms in 40 states and the United Kingdom.
    The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. (7219583.1)

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  • Cohn Financial Group, LLC

    5090 N. 40th St., Suite 180
    Phoenix, AZ 85018

    Telephone: 602.468.9667
    Toll-Free: 800.422.3883
    Fax: 602.468.9704

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